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What is the Sales Hub?

A plain-English overview of the Sales Hub — your free in-CrewFinder tool for tracking jobs you're chasing, customers, quotes, and follow-ups.

The Sales Hub is the part of CrewFinder you use to keep track of work you're chasing — quotes you've sent, jobs you're following up on, customers you're talking to, and what to do next. It's separate from your public CrewFinder listing (which is what operators searching the directory see) and only you and your teammates can see it.

You'll see it in the top nav as "Sales" when you're signed in and have claimed a company. Before you sign in or claim, the same area is labelled "Free CRM" — same product, different doorway.

What it actually does

  • A sales board for jobs you're chasing — drag a job from “New lead” to “Quoted” to “Won” as it progresses.
  • A contact and company book — every operator, project manager, and head office you talk to, in one searchable list.
  • A quoting tool — build a proposal line by line OR upload a PDF you already made, send it to your customer, and watch them accept or decline.
  • Tasks and reminders — “call back Tuesday”, “site walk Thursday”, all in one place.
  • Email connection (on the Pro plan) — wire up Gmail or Outlook so emails to and from your customers show up automatically against the right contact.
  • Notes, files, and a full history on every contact, company, and job, so anyone on your team can pick up where someone else left off.

How it differs from your public CrewFinder listing

Your public listing is the page operators searching the directory see. It's how new customers find you. The Sales Hub is the back office where you work the leads that come in — from your CrewFinder inbox, from your phone, from a referral, from a trade show, anywhere.

  • Public listing — anyone on the internet can see it. Lives under /company/your-company.
  • Sales Hub — only your team can see it. Lives under /sales/your-company.

Who is it for?

Owner-operators, sales managers, estimators, and field service companies who currently track quotes in spreadsheets, sticky notes, or a shared inbox. If you've ever lost a follow-up because you couldn't remember what you said two weeks ago, the Sales Hub is built for you.

Free forever

The Sales Hub is free for every CrewFinder member that has claimed their listing. There's a paid Pro plan that adds email integration and lifts the contact cap, but there's no time-limit on the free tier. See Free Sales Hub vs Pro.

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